See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,930 | $111,724+355.5% | $93,606+443.7% | $145,922+248.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.80% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $25,833 | $3,090+736.1% | $2,420+967.6% | $4,660+454.4% |
| Participant deferral / active EE | $15,333 | $4,912+212.2% | $4,411+247.6% | $6,688+129.3% |
| Admin fee / account holder | $570 | $10,250-94.4% | $8,285-93.1% | $13,397-95.7% |